Interact to see
Advertisement
Advertisement
IVIYX vs NPFFX
IVIYX vs NPFFX Comparison
Open Charts IVIYX vs NPFFX
Macquarie Global Growth Fund
Price$40.84
Change+$0.16 (+0.39%)
VolumeN/A
Net Assets916.17M
American Funds New Perspective F1
Price$71.62
Change+$0.33 (+0.46%)
VolumeN/A
Net Assets159.21B
IVIYX vs NPFFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
IVIYX vs. NPFFX commentary
Sep 09, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is IVIYX is a StrongBuy and NPFFX is a Buy.
FUNDAMENTALS
Fundamentals
NPFFX has more cash in the bank: 159B vs. IVIYX (916M). NPFFX pays higher dividends than IVIYX: NPFFX (0.45) vs IVIYX (0.22). IVIYX was incepted earlier than NPFFX: IVIYX (22 years) vs NPFFX (25 years). IVIYX (1.20) is less costly to investors than NPFFX (0.78). IVIYX is a more actively managed with annual turnover of: 55.00 vs. NPFFX (24.00). IVIYX has a lower initial minimum investment than NPFFX: IVIYX (0) vs NPFFX (250). NPFFX annual gain was more profitable for investors over the last year : 15.09 vs. IVIYX (13.18). NPFFX return over 5 years is better than : 35.07 vs. IVIYX (-19.53).
| IVIYX | NPFFX | IVIYX / NPFFX | |
| Total Expense Ratio | 1.10 | 0.78 | 141% |
| Annual Report Gross Expense Ratio | 1.20 | 0.78 | 154% |
| Fund Existence | 22 years | 25 years | - |
| Gain YTD | 14.302 | 15.731 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 916M | 159B | 1% |
| Annual Yield % from dividends | 0.22 | 0.45 | 49% |
| Returns for 1 year | 13.18 | 15.09 | 87% |
| Returns for 3 years | -12.64 | 48.60 | -26% |
| Returns for 5 years | -19.53 | 35.07 | -56% |
| Returns for 10 years | 2.07 | 98.02 | 2% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement